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Atlas Private Wealth Advisors’s iShares U.S. Large Cap Premium Income Active ETF BALI Stock Holding History

Atlas Private Wealth Advisors’s Portfolio BALI Stock Details BALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$362K Buy
10,704
+1,950
+22% +$64.5K 0.08% 103
2026
Q1 		$270K Buy
+8,754
New +$278K 0.06% 114

Other funds holding BALI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
DWML
Decker Wealth Management LLC Nashville, Tennessee $471M AUM
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SCS
Southern Capital Services Daphne, Alabama $178M AUM

Atlas Private Wealth Advisors's BALI Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its iShares U.S. Large Cap Premium Income Active ETF (BALI) stake by 22% in Q2 2026, buying an estimated $64.5K and bringing the position to 10,704 shares worth $362K. The position accounts for 0.08% of the portfolio, ranked #103.

Atlas Private Wealth Advisors first reported a position in BALI in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold BALI as of Q2 2026.

  • Atlas Private Wealth Advisors held 10,704 shares of iShares U.S. Large Cap Premium Income Active ETF worth $362K as of Q2 2026.
  • Atlas Private Wealth Advisors bought 1,950 iShares U.S. Large Cap Premium Income Active ETF shares in Q2 2026, an estimated $64.5K.
  • iShares U.S. Large Cap Premium Income Active ETF made up 0.08% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Atlas Private Wealth Advisors first reported a position in iShares U.S. Large Cap Premium Income Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares U.S. Large Cap Premium Income Active ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.